{
  "docId": "019f6b8f-539e-76ae-9e05-c3ee7dac0544",
  "docSlug": "jarvis-politan-capital-masimo-presentation-may-2023",
  "documentTitle": "Politan Capital Masimo Presentation May 2023",
  "authorId": "politan-capital-masimo-presentation-may-2023",
  "authorName": null,
  "documentKindSlug": "activist-deck",
  "documentKindLabel": "Activist deck",
  "sourceTypeSlug": "activist_investor",
  "sourceTypeLabel": "Activist investor",
  "presentationDate": "2023-05-01 00:00:00",
  "orientation": null,
  "aspectRatio": null,
  "pageNumber": 60,
  "pageCount": 74,
  "prevPage": 59,
  "nextPage": 61,
  "slideType": "appendix",
  "function": "expose_contradiction",
  "density": "dense",
  "nDataPoints": 1,
  "notes": "The slide uses a timeline structure to contrast Masimo's legal actions with external criticism and litigation.",
  "elementsJson": null,
  "metadataConfidence": 0.95,
  "imagePath": null,
  "slideHref": "/slides/019f6b8f-539e-76ae-9e05-c3ee7dac0544/60",
  "deckHref": "/decks/019f6b8f-539e-76ae-9e05-c3ee7dac0544",
  "deckJsonHref": "/decks/019f6b8f-539e-76ae-9e05-c3ee7dac0544.json",
  "deckAnchorHref": "/decks/019f6b8f-539e-76ae-9e05-c3ee7dac0544#slide-60",
  "components": [
    {
      "bbox": {
        "h": 0.25,
        "w": 0.9,
        "x": 0.05,
        "y": 0.28
      },
      "kind": "diagram",
      "text": null,
      "attrs": null,
      "subkind": "timeline",
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "a3f9118d-59d6-4e94-8e61-77851c652780",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": {
        "h": 0.15,
        "w": 0.9,
        "x": 0.05,
        "y": 0.28
      },
      "kind": "list",
      "text": "February 3: Masimo attempts to dismiss Politan litigation... February 6: Conditioned upon delaying the trial... February 15: Koffey reaches out to Kiani... March 3: CalSTRS joins litigation...",
      "attrs": null,
      "subkind": "timeline-item",
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "233d08dd-73e9-42f3-848d-fc9391799965",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": {
        "h": 0.35,
        "w": 0.22,
        "x": 0.74,
        "y": 0.55
      },
      "kind": "paragraph",
      "text": "CalSTRS Joins Politan Capital Management in Legal Action Against Masimo CEO's Employment Agreement. Agreement Pays Approximately $600 million...",
      "attrs": null,
      "subkind": "description",
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "038e0d0b-2a01-4c72-ac7e-ad91ab3ad6c4",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": {
        "h": 0.35,
        "w": 0.22,
        "x": 0.28,
        "y": 0.55
      },
      "kind": "paragraph",
      "text": "So those bylaw amendments are gone... now with the bylaws off the table, the trial is... very different looking...",
      "attrs": null,
      "subkind": "description",
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "1107b7cb-c20a-4a06-9770-9cbc8458a3a8",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": {
        "h": 0.35,
        "w": 0.22,
        "x": 0.51,
        "y": 0.55
      },
      "kind": "paragraph",
      "text": "Joe, I hope you are well. I am reaching out to see if you are available to meet for dinner...",
      "attrs": null,
      "subkind": "description",
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "14097cb2-d9ac-4243-935c-b73f51162b6d",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": {
        "h": 0.35,
        "w": 0.22,
        "x": 0.05,
        "y": 0.55
      },
      "kind": "paragraph",
      "text": "Court Transcript: This is an astounding amount of consideration for a change in the composition of one-third of the board...",
      "attrs": null,
      "subkind": "description",
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "8edafc15-231a-47c4-9e11-aaa65765f1d5",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": {
        "h": 0.02,
        "w": 0.2,
        "x": 0.05,
        "y": 0.03
      },
      "kind": "subtitle",
      "text": "Appendix: Timeline of Engagement",
      "attrs": null,
      "subkind": null,
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "2a683ba2-ff70-41f2-9e47-120d0f05ea46",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": {
        "h": 0.08,
        "w": 0.6,
        "x": 0.05,
        "y": 0.09
      },
      "kind": "title",
      "text": "Masimo Scraps Bylaws to Buy Time to Defend Likely Illegal Employment Agreement",
      "attrs": null,
      "subkind": "headline",
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "affb3603-c970-4f68-b7ed-7aa38bf8adfb",
      "frameworkName": null,
      "frameworkSlug": null
    }
  ],
  "metrics": [],
  "tools": [],
  "frameworks": [
    {
      "name": "timeline",
      "slug": null,
      "matchId": "de7dbba6-07ac-4758-92fd-d1af53062f78",
      "evidence": "Chronological presentation of events",
      "confidence": 1
    }
  ],
  "arcBeats": [
    {
      "to": 74,
      "from": 33,
      "beatId": "8f19f50a-ec5d-4c14-ac7f-3321b6093e77",
      "arcName": "Problem-Agitate-Solution",
      "arcSlug": "problem-agitate-solution",
      "beatName": "Agitate",
      "beatSlug": "problem-agitate-solution-agitate-make-it-worse",
      "evidence": "Slides agitate the problems by providing evidence and critique.",
      "position": 1,
      "confidence": 0.8,
      "parentBeatName": "Development",
      "parentBeatSlug": "development"
    }
  ],
  "loops": [
    {
      "to": 74,
      "from": 7,
      "name": "Tale Two Worlds",
      "slug": "04-tale-two-worlds",
      "bestFor": "Competitive analysis, benchmarking, case for change",
      "matchId": "8ac2d1c6-fe19-4e99-b67e-07ec97f479ea",
      "evidence": "Slides contrast current performance with potential benefits of change.",
      "position": 0,
      "objective": "Contrast Masimo's performance with potential under new governance.",
      "structure": "Current State -> Desired State / Benchmark -> The Gap & Implication",
      "confidence": 0.7,
      "description": "Show the gap between two states to drive urgency or highlight opportunity"
    },
    {
      "to": 74,
      "from": 29,
      "name": "Cost Of Inaction",
      "slug": "27-cost-of-inaction",
      "bestFor": "Urgent budget requests, compliance, risk mitigation",
      "matchId": "67895daa-0c54-4b37-beb5-ff84509c324a",
      "evidence": "Slides discuss risks of inaction.",
      "position": 1,
      "objective": "Highlight risks of not changing Masimo's governance.",
      "structure": "The Status Quo -> The Hidden Costs Accumulating -> The Future State of Inaction -> The Tipping Point",
      "confidence": 0.6,
      "description": "Quantify what happens if the audience does nothing"
    }
  ],
  "imagePathAlt": null,
  "thumbSrc": null,
  "thumbSrcAlt": null,
  "locked": true
}